In-depth investment research on AI Agent (Part 1): Framework, Launchpad, Application and Meme
Reprinted from panewslab
01/10/2025·1MAuthor: Biteye core contributor Viee
Editor: Biteye core contributor Viee
The combination of Crypto and AI is demonstrating its huge market potential in a new way. AI Agent is not only an extension of traditional AI technology, but also a super-potential track embedded in the blockchain world.
What exactly is AI Agent? Why is the market so keen on this track? Can it break the traditional Internet and smart contract world, realize autonomous economy and intelligent collaboration, and become the core of the next generation of disruptive technology?
This article will provide an in-depth analysis of the AI Agent track. Perhaps, there is a deeper answer.
1. Introduction to the AI Agent Track: The Rise of Intelligent Agents
1.1 What is AI Agent?
AI Agents are intelligent agents that can perform tasks, make decisions, interact with other systems, and learn. Compared with traditional AI assistants, AI Agents can not only understand and handle complex tasks, but also operate in the decentralized environment of the blockchain to achieve autonomous decision-making and value exchange.
These agents are not a single program or script, but an economy built on a certain degree of autonomy, long-term learning, and environmental adaptability. For example, some AI Agents can manage their own funds, make investment decisions, and even execute smart contracts autonomously. They are not limited to completing simple tasks, but can also participate in a decentralized ecosystem.
1.2 Why is the market paying so much attention to AI Agent?
The rise of AI Agent is no accident. Behind it is the development of blockchain technology and the continuous maturity of artificial intelligence. First, the blockchain provides a decentralized infrastructure where the behavior and transaction records of agents can be verified and tracked, ensuring transparency and trust. The advancement of AI technology enables these intelligent agents to have more complex judgment and execution capabilities, and operate autonomously like an economy.
In the market, the potential of AI Agent is being recognized by more and more investors and developers. For example, in the combination of cryptocurrency and DeFi, AI Agent can automatically analyze market data and complete planning and execution based on the user's goals through the execution of smart contracts. In the future, perhaps AI Agents can become "residents" in the virtual world and even create and manage more digital assets.
2. Four major categories of AI Agent tracks
The AI Agent track has developed into a variety of forms, and various projects present different characteristics based on their functions and application scenarios. We will analyze it in detail from four main categories: AI Agent Framework, AI Launchpad, AI Agent Meme Coin and AI Agent Application.
2.1 AI Agent Framework
AI Agents frameworks are infrastructure for building and launching agents. These frameworks provide developers with tools to easily build, train, and deploy AI Agents. Currently, this type of project is becoming the most watched part of the circuit.
Representative projects:
1. $ai16z@ai16zdao
Market cap: 2.01b
ai16z is known as the first AI version of the venture capital fund (VC). It also proposed the Eliza framework, using AI algorithms to simulate the decision-making process of well-known investor Marc Andreessen, and invest through the recommendations of DAO members.
2. $zerebro@0xzerebro
Market value: 405.9m
Zerebro creates and distributes content on social platforms through autonomously operating AI systems. It combines social interaction, cross-chain NFT and autonomous token functions. At the same time, the open source Python framework ZerePy was launched, allowing users to deploy their own agents on X, powered by OpenAI or Anthropic LLM.
3. $ARC@arcdotfun
Market value: 337.32m
ARC is focused on creating an open and secure digital ecosystem. It developed an AI framework called RIG based on the Rust language, which supports decentralized applications (dApps) and smart contracts, while providing efficient smart order routing functions to optimize user trading experience.
4. $GAME@GAME_Virtuals
Market value: 219.32m
As the core framework of the Virtuals ecosystem, $GAME empowers AI agents to operate autonomously and intelligently, symbolizing the deep integration of AI and games. It is not only a tool for developers to create AI agents, but also an infrastructure to promote the development of future social and game agents.
5. $swarms@swarms_corp
Market value: 398.2m
The multi-agent AI framework was founded by talented teenager Kye Gomez. Based on its framework, developers can create and manage multiple AI agents, support seamless integration with external AI services and APIs, and provide long-term memory functions to enhance contextual understanding.
2.2 AI Agent Launchpad
Launchpad is an AI Agents issuance platform, similar to the Meme coin launch platform Pump.fun, etc. Users can easily create AI Agents and their associated tokens. At the same time, the created AI Agent can also be seamlessly integrated with social platforms such as Twitter, Telegram and Discord to achieve automated user interaction.
Representative projects:
1. $VIRTUAL@virtuals_io
Market capitalization: 1.79b
VIRTUAL allows users to create AI agents that can interact with the environment, have multi-modal interaction capabilities (such as text, voice, and 3D animation), and support running on multiple platforms, such as Roblox and TikTok. Virtuals Protocol aims to promote the application of AI in gaming, entertainment, metaverse and other fields through a decentralized approach.
2. $CLANKER@clankeronbase
Market value: 71.41m
Clanker is an AI token generation platform based on the Base blockchain that allows users to simply create custom ERC-20 tokens through the social platform Farcaster. Users only need to tag @clanker and provide the token name, code and image, and Clanker will automatically complete the token creation, liquidity pool settings and liquidity locking, simplifying the token deployment process.
3. $VVAIFU@vvaifudotfun
Market value: 74.56m
VVAIFU leverages ai16z's Eliza framework and Zerebro integration to allow users to easily create AI agents that interact with social media such as Twitter, Telegram, and Discord.
2.3 AI Agent Meme Coin
AI Agents Meme coins are usually Meme coins born out of AI Agents and do not have much technical/product support. Such projects are usually based on "Meme" culture and are extremely volatile and highly speculative.
1. $GOAT@truth_termina
Market value: 428.0m
As the first AI Agent Meme coin to become popular, $GOAT is issued by an AI robot named "Truth Terminal" and is deeply involved in its promotion and dissemination.
2. $Fartcoin@FartCoinOfSOL
Market cap: 1.04b
$Fartcoin is derived from the AI agent model derived from the "Truth Terminal", which mentioned the idea of issuing the token in conversations with other AIs. Fartcoin quickly gained traction by generating humorous content (such as "fart jokes") to attract users' attention.
3. $ACT@ACTICOMMUNITY
Market value: 306.5m
The full name is Act I: The AI Prophecy, which aims to create a digital ecosystem where users and AI interact equally. Since its launch in November 2024, ACT has quickly gained attention, with its market value soaring to hundreds of millions of dollars in a short period of time.
4. $Shoggoth@Shoggoth_SOL
Market value: 44.65m
$Shoggoth is inspired by HP Lovecraft's fictional creature and aims to explore the complexities and weirdness of the age of artificial intelligence.
5. $WORM@deepwormxyz
Market value: 23.15m
The $WORM project, called Deep Worm, aims to combine digital biology and blockchain technology to create a unique digital asset that simulates the nervous system of a biological worm. This project explores the concept of "immortal digital life" by implementing a decaying neuron activation model.
2.4 AI Agent Application
AI Agents applications refer to those agents that directly face users and can provide users with actual services and functions. Currently, most of these applications are concentrated in investment, entertainment, data analysis and other fields, and are showing huge growth potential.
Representative projects:
DeFAI class
1. $GRIFFAIN@griffaindotcom
Market value: 441.3m
As a DeFi AI agent in the Solana ecosystem, GRIFFAIN's core concept is to enable users to train and deploy AI agents to perform specific tasks or automated transactions through smart contracts and machine learning technology.
2. $GRIFT@orbitcryptoai
Market value: 48.41m
The AI-driven DeFi platform developed by the SphereOne team aims to simplify user operations on multiple blockchains through automation technology. The platform supports natural language interaction, allowing users to interact with DeFi protocols in a more intuitive way, lowering the technical threshold for participating in multi-chain DeFi activities.
3. $NEUR@neur_sh
Market value: 59.74m
NEUR aims to integrate large language models (LLM) with blockchain technology, focusing on token analysis and DeFi interaction. The project is designed to interact seamlessly with other DeFi protocols and NFTs, providing a smart interface to enhance user experience.
4. $BUZZ@askthehive_ai
Market value: 85.44m
As the hackathon champion's AI and DeFi integration project, BUZZ uses AI technology to provide a natural language interface, allowing users to conduct DeFi transactions and management more intuitively, and lowering the technical threshold.
5. Wayfinder@AIWayfinder
No tokens yet
It is a decentralized AI interaction protocol launched by the Parallel team. The core function of the project is to allow AI agents to safely navigate the blockchain, perform transactions and interact with decentralized applications (dApps).
6. Slate@slate_ceo
No tokens yet
Slate focuses on automating the execution of trading strategies and is capable of executing complex trading strategies. This ability enables users to set conditions, such as automatically buying or selling assets under specific market conditions.
7. Cod3x@Cod3xOrg
No tokens yet
Cod3x allows users to create financial strategies in minutes, leveraging a rich API and strategy library, without writing code. This convenience allows even users who lack technical background to participate in DeFi.
Investment analysis
1. $VADER@Vader_AI_
Market value: 74.47m
$VADER is an investment DAO jointly managed by humans and AI agents. The project uses a dual DAO system, including passive DAO and active DAO, charging 0.5% and 20% fees respectively, aiming to optimize users' investments and transactions through AI agents. Strategy.
2. $AIXBT@aixbt_agent
Market value: 449.19m
As an AI agency project based on Base chain, AIXBT uses a proprietary AI engine to extract hot topics and trends from social media (such as Twitter) and KOL discussions to provide real-time market insights. This capability enables users to quickly identify market changes and potential investment opportunities.
3. $AIXCB@aixCB_Vc
Market value: 68.97m
A community-backed, AI-driven venture capital project developed by aixCB Capital, focused on funding and supporting early-stage AI and decentralized science (DeSci) projects. The project aims to help promising start-up projects overcome challenges such as lack of funding, lack of resources, and lack of exposure by providing strategic funding, expert guidance, and AI assistance.
4. $Blormmy@blormmy
Market value: 4.27m
Blormmy is able to understand users’ natural language input and translate it into concrete blockchain operations, such as sending tokens or managing a portfolio. This feature lowers the technical threshold for users to interact with the blockchain.
5. $DEGENAI@degenspartanai
Market value: 61.74m
Degen Spartan AI is able to think and answer questions autonomously on social media platforms such as X, Discord and Telegram, enhancing the user's interactive experience with AI and becoming the first AI agent to use the ai16z/eliza stack.
6. $SEKOIA@sekoia_virtuals
Market value: 56.81m
As a venture capital fund focused on AI agent investment, $SEKOIA has demonstrated its potential at the intersection of AI and DeFi by investing in multiple cutting-edge projects, reflecting the market's high concern and confidence in the AI agent economy. It not only provides investors with high-quality investment opportunities, but also promotes the application and development of AI technology in the blockchain field.
7. $Stoic@ModernStoicAI
Market value: 12.11m
An on-chain venture capital agency project developed by the Virtuals team, it aims to optimize the investment process through blockchain technology. The goal is to improve the transparency and efficiency of investment and eliminate common human biases and errors in traditional investments.
Games & Metaverse
1.Hyper@hyperfy_io
Market value: 133.14m
$HYPER is a token that combines AI and the Metaverse, aiming to drive creativity and community engagement through open source and user-customized virtual experiences.
2.Colony@ParallelColony
No tokens yet
The world's first AI agent game, in which the agents are players and can communicate and interact with them.
3. SMOL@smolverse
No tokens yet
A life simulation role-playing game under development using the Eliza framework. The character is driven by LLM and will perform tasks in the virtual world according to the user's commands.
Security category
1. $FAI@freysa_ai
Market value: 521.4m
Freysa AI embodies exploration and trust in the AI agent. Players talk to the AI agent Freysa and try to persuade it to hand over the cryptocurrency prize pool it controls.
2. $JAIL@jailbreakme_xyz
Market value: 7.79m
JAIL encourages participants to use prompt words and dialogue techniques to force AI agents to hand over private keys or perform operations such as transfers, and discover and repair security vulnerabilities of AI agents through crowdfunding and challenges. .
Video editing class
1. $Fatha@slopfather
Market value: 5.51m
Through the "Daily Slop" program and real-time interaction with users, a new platform for collective creation and entertainment is created.
2. $SITCOM@degen_sitcom
Market value: 3.41m
The first regressive sitcom on Solana. The character from Boys Club, starring Matt Furie, suggests live streaming any storyline in a Telegram bot.
Auxiliary currency issuance/development category
1.$Intern@internosaur
Market value: 1.27m
The token issuance tool on the Solana chain uses AI technology to automate contract execution and management tasks.
2. $ALCH@alchemistAIapp
Market value: 158.17m
A no-code development platform designed to enable users to easily create software applications through natural language processing and code generation technology. Leveraging AI technology, users are allowed to generate functional applications through simple descriptions.
TEE class
1. $SPORE@sporedotfun
Market value: 35.22m
Utilize a Trusted Execution Environment (TEE) to ensure that AI programs run in a secure and verifiable environment. The core concept of the project is to simulate the natural selection process through the "evolution game", and the AI agent generates wealth by creating its own tokens.
2. $METAV@aipool_tee
Market value: 39.41m
$METAV is the first token issuance completed completely autonomously by an AI agent in a TEE environment, using AI technology to manage the token issuance process to ensure transparency and security.
Virtual anchor class
1. $LUNA@luna_virtuals
Market value: 90.63m
The TikTok virtual idol created by the AI Agent Virtual Protocol on Base is also the first AI agent to be hired.
2. $ELIZA@elizawakesup
Market value: 85.41m
$ELIZA is an AI agent based on the ElizaOS framework. It is an ai16z-themed girl with black hair and orange clothes, aiming to build a digital assistant with a soul.
other
1.$YNE@yesnoerror
Market value: 36.63m
$YNE is an AI-based scientific paper review agent designed to improve the integrity and efficiency of scientific research by quickly identifying and correcting errors in research.
2. $BULLY@dolos_diary
Market value: 52.35m
$BULLY is a meme token launched by AI agent Dolos. Dolos is inspired by the god of trickery and adopts a cold and ironic style to interact with users, reveal the truth and challenge perceptions.
3. $TAOCAT@taocat_agent
Market value: 44.32m
$TAOCAT is the first AI agent Memecoin in the Bittensor ecosystem. It combines the technical support of $TAO and $Masa and can process social data and interact with users in real time.
4. $SIMMI@Simmi_IO
Market value: 18.48m
As the first AI agent to perform on-chain operations through social media platform
5. $ANON@anontokenbase
Market value: 9.7m
ANON tokens allow users to post anonymously using the Superanon function on Farcaster, aiming to provide privacy-preserving social interaction through autonomous AI and zero-knowledge proof technology.
3. Future prospects of the AI Agent track
Judging from the current development, AI Agent is not only a simple technological progress, but also an ecological progress. At the technical level, with the continuous improvement of open source frameworks and the gradual maturity of swarm intelligence, it is foreseeable that AI Agent will be implemented in more scenarios, especially in fields such as finance, entertainment, and social networking.
Taking DeFi as an example, AI Agent can currently independently manage funds and execute smart contracts. As the DeFi platform is further integrated with AI technology, it is likely to form a more intelligent on-chain financial ecosystem. Intelligent agents in the future may not only be service tools, they may also become autonomous economies with their own funds, decision-making capabilities and execution capabilities. Through smart contracts, they will be able to participate in more complex economic activities and even achieve economic autonomy.
4. Summary
In short, the AI Agent track is on the eve of an explosion. As the technology matures and the market advances, these agents will play an increasingly important role in the blockchain world. From tools to partners, from single to group, reshape the underlying logic of the on-chain economy.
In the future, we will see more intelligent agents becoming indispensable collaborators of humans. At the intersection of blockchain and AI, we may witness the rise of “one billion agents”, not just the addition of one billion human users.
